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Morningstar Ownership | Who Owns Morningstar?

OverviewForecastRevenueFinancialsChart

Morningstar Ownership Summary

Morningstar is owned by 60.32% institutional investors, 39.58% insiders, and 0.11% retail investors. Vanguard group is the largest institutional shareholder, holding 6.41% of MORN shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.64% of its assets in Morningstar shares.

MORN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMorningstar60.32%39.58%0.11%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryFinancial Data & Stock Exchanges Stocks78.34%16.98%4.68%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Eaton Vance Atlanta Capital SMID-Cap I1.56M3.64%36.29K
Baron Small Cap Growth Strategy925.00K2.16%-
Baron Growth Retail925.00K2.16%-
Vanguard Total Stock Mkt Idx Inv874.17K2.04%-3.33K
iShares Core S&P Mid-Cap ETF849.80K1.98%464.00
MFS Mid Cap Growth Equity794.14K1.85%69.17K
MFS Mid Cap Growth A794.14K1.85%-
Virtus KAR Small-Cap Growth I751.69K1.75%-63.00K
Vanguard Small Cap Index698.48K1.63%1.35K
Wasatch Core Growth410.48K0.96%52.88K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 14, 2024Mansueto Joseph D Executive ChairmanSell$186.68K
Nov 15, 2024Mansueto Joseph D Executive ChairmanSell$40.37K
Nov 14, 2024Mansueto Joseph D Executive ChairmanSell$171.82K
Nov 14, 2024Mansueto Joseph D Executive ChairmanSell$640.01K
Nov 12, 2024Mansueto Joseph D Executive ChairmanSell$832.19K

Insider Transactions Trends

DateBuySell
2024 Q4-42
2024 Q3-100
2024 Q2-94
2024 Q1-98
2023 Q4-62

MORN Ownership FAQ

Who Owns Morningstar?

Morningstar shareholders are primarily institutional investors at 60.32%, followed by 39.58% insiders and 0.10% retail investors. The average institutional ownership in Morningstar's industry, Financial Data & Stock Exchanges Stocks, is 78.34%, which Morningstar falls below.

Who owns the most shares of Morningstar?

Morningstar’s largest shareholders are Vanguard group (2.74M shares, 6.41%), Blackrock (2.54M shares, 5.94%), and Select equity group (2.43M shares, 5.70%). Together, they hold 18.05% of Morningstar’s total shares outstanding.

Does Blackrock own Morningstar?

Yes, BlackRock owns 5.94% of Morningstar, totaling 2.54M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 750.47M$. In the last quarter, BlackRock increased its holdings by 89.44K shares, a 3.65% change.

Who is Morningstar’s biggest shareholder by percentage of total assets invested?

Praesidium investment management company is Morningstar’s biggest shareholder by percentage of total assets invested, with 5.56% of its assets in 98.77K Morningstar shares, valued at 29.22M$.

Who is the top mutual fund holder of Morningstar shares?

Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund holder of Morningstar shares, with 3.64% of its total shares outstanding invested in 1.56M Morningstar shares.

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